Purchases and Sales Made in Q2 2023 in Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT) during Q2 2023. The information is specifically focused on institutions that hold shares of Walmart Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-480- 1.46% |
$70.1K - $75.7K
|
32.5K
$3.16M
|
|
|
Jul 28, 2023
Q2 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-485- 1.03% |
$70.8K - $76.5K
|
46.4K
$4.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-492- 1.06% |
$71.9K - $77.6K
|
46K
$4.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-497- 4.13% |
$72.6K - $78.4K
|
11.5K
$1.12M
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-497- 3.88% |
$72.6K - $78.4K
|
12.3K
$1.2M
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-497- 3.88% |
$72.6K - $78.4K
|
12.3K
$1.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-499- 2.98% |
$72.9K - $78.7K
|
16.3K
$1.58M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-499- 13.39% |
$72.9K - $78.7K
|
3.23K
$314K
|
|
|
Jul 11, 2023
Q2 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-500- 22.19% |
$73K - $78.9K
|
1.75K
$171K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-500- 5.28% |
$73K - $78.9K
|
8.98K
$873K
|
|
|
Jul 31, 2023
Q2 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-500- 16.67% |
$73K - $78.9K
|
2.5K
$243K
|
|
|
Aug 08, 2023
Q2 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-505- 4.22% |
$73.8K - $79.7K
|
11.5K
$1.11M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-507- 3.38% |
$74.1K - $80K
|
14.5K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-507- 4.06% |
$74.1K - $80K
|
12K
$1.17M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-513- 7.87% |
$74.9K - $80.9K
|
6K
$584K
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-529- 3.22% |
$77.3K - $83.4K
|
15.9K
$1.55M
|
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
SELL
|
- |
-530- 22.26% |
$77.4K - $83.6K
|
1.85K
$180K
|
|
|
Jul 28, 2023
Q2 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-531- 4.1% |
$77.6K - $83.8K
|
12.4K
$1.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-532- 12.84% |
$77.7K - $83.9K
|
3.61K
$351K
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-535- 25.22% |
$78.1K - $84.4K
|
1.59K
$154K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-539- 4.44% |
$78.7K - $85K
|
11.6K
$1.13M
|
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-540- 1.91% |
$78.9K - $85.2K
|
27.8K
$2.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-541- 2.16% |
$79K - $85.3K
|
24.5K
$2.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-541- 3.93% |
$79K - $85.3K
|
13.2K
$1.29M
|
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
SELL
|
- |
-542- 28.75% |
$79.2K - $85.5K
|
1.34K
$131K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-542- 13.46% |
$79.2K - $85.5K
|
3.49K
$339K
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-545- 22.81% |
$79.6K - $86K
|
1.84K
$179K
|
|
|
Aug 14, 2023
Q2 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-548- 2.75% |
$80K - $86.4K
|
19.4K
$1.89M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-550- 1.65% |
$80.3K - $86.8K
|
32.9K
$3.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-552- 3.79% |
$80.6K - $87.1K
|
14K
$1.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Marvin & Palmer Associates Inc
Wilmington, DE |
SELL
|
- |
-555- 0.86% |
$81.1K - $87.5K
|
63.7K
$6.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-558- 7.29% |
$81.5K - $88K
|
7.1K
$690K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-560- 2.55% |
$81.8K - $88.3K
|
21.4K
$2.08M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-561- 3.02% |
$81.9K - $88.5K
|
18K
$1.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-561- 4.61% |
$81.9K - $88.5K
|
11.6K
$1.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-562- 0.75% |
$82.1K - $88.6K
|
74.8K
$7.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-563- 26.2% |
$82.2K - $88.8K
|
1.59K
$154K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-568- 0.63% |
$83K - $89.6K
|
89.9K
$8.75M
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-573- 84.76% |
$83.7K - $90.4K
|
103
$10K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-575- 2.02% |
$84K - $90.7K
|
27.9K
$2.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-575- 20.08% |
$84K - $90.7K
|
2.29K
$223K
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-576- 1.58% |
$84.1K - $90.9K
|
36K
$3.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-585- 4.47% |
$85.4K - $92.3K
|
12.5K
$1.22M
|
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-589Closed |
$86K - $92.9K
|
0
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-590- 0.94% |
$86.2K - $93.1K
|
62.1K
$6.04M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-590- 2.71% |
$86.2K - $93.1K
|
21.2K
$2.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-594- 2.73% |
$86.8K - $93.7K
|
21.2K
$2.06M
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-596- 16.86% |
$87.1K - $94K
|
2.94K
$286K
|
|
|
Aug 01, 2023
Q2 2023
|
Geneva Capital Management LLC
|
SELL
|
- |
-597- 4.0% |
$87.2K - $94.2K
|
14.3K
$1.39M
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
SELL
|
- |
-599- 4.05% |
$87.5K - $94.5K
|
14.2K
$1.38M
|